Everything you need to evaluate, structure, and market your Florida business while maintaining 100% confidentiality.
Understand how SDE multiples, EBITDA calculations, and tangible assets shape the real market value of your business.
Protect your brand reputation, employees, and trade secrets with rigorous pre-screening and binding NDAs.
A step-by-step checklist to clean up balance sheets, operations, and leases before going to market.
Get a precise, private valuation assessment and exit strategy roadmap from our senior advisors.
Ideally, preparation begins before the desired sale date. Time allows the owner to improve records, reduce dependence, address leases and licenses, document procedures and stabilize earnings.
Buyers commonly request three years of tax returns and profit-and-loss statements, current year-to-date results, balance sheets, bank support and documentation for proposed add-backs. Requirements vary by transaction.
Avoid unusual personal expenses, undocumented cash activity, abrupt staffing changes, neglected equipment, short lease terms and premature disclosure to employees or customers. Discuss material decisions with advisers before going to market.
Document daily procedures, delegate customer and vendor relationships, develop management depth, cross-train employees and establish reporting controls. Buyers pay close attention to whether earnings can transfer without the seller's daily involvement.